We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$4.56M +$956K +30,089 +28%
CIAS
127
CFS Investment Advisory Services
New Jersey
$4.43M +$1.65M +51,809 +62%
Renaissance Technologies
128
Renaissance Technologies
New York
$4.43M +$4.29M +135,000 New
SPIA
129
Steward Partners Investment Advisory
New York
$4.38M -$2.5M -78,731 -37%
HF
130
HRT Financial
New York
$4.33M +$4.19M +131,741 New
AFP
131
Ausdal Financial Partners
Iowa
$4.3M -$206K -6,477 -5%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$4.25M +$436K +13,706 +12%
Mariner
133
Mariner
Kansas
$4.21M +$3.23M +101,578 +380%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$4.19M +$2.02M +63,635 +100%
TB
135
Treynor Bancshares
Iowa
$4.18M +$135K +4,262 +3%
GRP
136
Global Retirement Partners
California
$4.14M +$383K +12,067 +11%
MCC
137
Money Concepts Capital
Florida
$4.13M -$209K -6,569 -5%
AA
138
ALPS Advisors
Colorado
$4.08M -$72.8K -2,290 -2%
MML Investors Services
139
MML Investors Services
Massachusetts
$3.94M +$2.19M +68,828 +134%
RFN
140
RDA Financial Network
Iowa
$3.85M -$61.3K -1,928 -2%
NP
141
Nilsine Partners
Colorado
$3.81M +$396K +12,454 +12%
FM
142
Foster & Motley
Ohio
$3.78M -$150K -4,730 -4%
SL
143
Systelligence LLC
Minnesota
$3.72M -$706K -22,224 -16%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$3.72M +$90.4K +2,846 +3%
IP
145
Ignite Planners
California
$3.72M +$519K +16,323 +17%
AWM
146
Adams Wealth Management
Utah
$3.71M -$690K -21,701 -16%
SP
147
SWS Partners
Ohio
$3.68M +$412K +12,977 +13%
FVWA
148
Foster Victor Wealth Advisors
South Carolina
$3.66M -$6.8K -214 -0.2%
HPC
149
HM Payson & Co
Maine
$3.63M +$986K +31,026 +39%
1IA
150
1620 Investment Advisors
Massachusetts
$3.58M -$84.8K -2,667 -2%

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.